See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,756 | $49,915-54.4% | $154,803-85.3% | $74,304-69.4% |
| Participation rate | 29.0% | 54.0%-25.0pp | 78.1%-49.1pp | 60.3%-31.4pp |
| Annual return | 17.66% | 34.06%-16.4pp | 58.88%-41.2pp | 29.43%-11.8pp |
| Employer contribution / active EE | $481 | $1,611-70.1% | $4,305-88.8% | $2,241-78.5% |
| Participant deferral / active EE | $823 | $2,255-63.5% | $5,540-85.1% | $3,767-78.2% |
| Admin fee / account holder | $2,566 | $2,189+17.2% | $14,329-82.1% | $2,969-13.6% |